How do I add a submittal item?

From the “Items” tab of the Submittals feature, click “Create” and then “New item.” You’ll then be able to add details about the item and assign it to a Submitter.

How do I assign an item to a Submitter?

When you add an item, you’ll fill out details about the item for submittal. Assign a Submitter to the item by entering their email address into the “Sub assigned” field. Here you can also add a due date for the Submitter. Click “Save,” and the Submitter will receive an email notifying them that they have a new item for submittal.

What do my Submitters see when I send them items for submittal?

When you request an item for submittal from a Submitter, they’ll first receive an email notifying them about the item. It looks like this:

After they click “View submittals,” they’ll be taken to a page where they can select the items for which they want to create a submittals package. Then they’ll be able to name the package, upload documents, and add any additional notes.

After they click “Submit package,” you’ll be notified and have access to the submittals package in your Submittals dashboard.

How do I export my submittal logs?

You can create customized PDFs of your Submittals list directly from your dashboard. Click “Export” to download a PDF version.

If you’d like to exclude certain sections of your dashboard, simply minimize them before exporting.

You can also export items and packages to a spreadsheet at any time by clicking “Export” on either the Items or Packages page. If you click “Export package” while viewing a package, you’ll generate a PDF that includes a transmittal page, the most recent files uploaded, and the history log.

How do I change the default review time for Submitters?

Click on the “Settings” tab from your Submittals tool. From here, you’ll be able to change the default review time for Submitters. Simply enter the default review time you’d like in the box, and your settings will update automatically. Keep in mind this field uses calendar days, not business days.

How do I change the default Submittal Manager?

Click on the “Settings” tab from your Submittals tool. From here, you’ll be able to change the default Submittal Manager.

How do I customize review status stamps?

Click on the “Settings” tab from your Submittals tool. From here, you’ll be able to customize your review status stamps. You can add, delete, or revise the status stamps to use in your Submittals.

How do I change the CSI MasterFormat version?

Click on the “Settings” tab from your Submittals tool. Here you can define the CSI MasterFormat code used to autocomplete spec section numbers and names. If you select a blank state, this will stop the autocomplete from appearing. If you use bulk upload, the spec section name column will not be used unless this is in a blank state. Set this to blank if the names you’re using are different from the CSI MasterFormat standards.

What actions can an Admin, Power Collaborator, or Collaborator take in Submittals?

* Edit any fields

** Update specific fields as allowed when a item/package is assigned to you

Why do I get an error message when uploading items in bulk through a spreadsheet?

The spreadsheet you upload must match our bulk upload template. You must include entries in columns B and H, “Section number” and “Submittal title.” If your spreadsheet includes rows with those fields empty, you’ll receive an error message.

Why is there a delay when uploading items in bulk through a spreadsheet?

PlanGrid needs to process the spreadsheet you use for a bulk upload. This can sometimes take a moment, but please do not navigate away from the page while the upload is occurring.

I’ve added an item to a package—why can’t I edit it?

Items can’t be edited while they’re in packages. In order to edit it, you’ll need to remove the item from its package first.

What permission level should I grant to people I invite to create or review submittals?

We recommend that you grant people you invite to the project the Collaborator permission level.

How do I add my company logo to a transmittal page?

In order to add your logo to a transmittal page, you need to upload your company logo from your “Account Settings” page.

Click on your name in the upper right hand corner and select “Account Settings.” Under the section “Company Logo,” click “Upload” and add your logo.

Can I assign more than one person to complete a submittal or review a package?

Yes, you can assign more than one person to any stage of the submittal process by creating a group. Use this option when a number of people are able to complete the submittal process, but you only need one of them to do so. See “Assigning Groups in Submittals” for more details.

Can I use groups in parallel review?

Yes, groups can be assigned in parallel with other groups or individuals. Only one member of a group will be required to review the submittal. If one person is assigned both as an individual and as part of a group, that person’s review will count for the group and the individual.

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